iShares MSCI Europe FinanciaEUFNETF

13F holders, Q2 2024 (June 30)
119holders +11
23new positions
11sold out
1famous investor
$22.27avg. 13F price*

At the end of Q2 2024, 119 institutions reported holding iShares MSCI Europe Financia (EUFN) in their 13F filings, up 11 from Q1 2024. 23 opened new positions and 11 sold out. The largest holders were Fisher Asset Management ($666.6M), JPMorgan Chase & Co. ($229.9M) and Morgan Stanley ($83.2M). One famous investor held it Ken Fisher (0.3% of Fisher Asset Management's portfolio).

Company
iShares MSCI Europe Financia
CUSIP
464289180
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 108Q1 2024Q2 2024: 119Q2 2024Q3 2024: 123Q3 2024Q4 2024: 130Q4 2024Q1 2025: 161Q1 2025Q2 2025: 203Q2 2025Q3 2025: 203Q3 2025Q4 2025: 221Q4 2025Q1 2026: 225Q1 2026Q2 2026: 243Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions23$4.7M
Exits11$4.0M

All 13F filers, Q1 2024 → Q2 2024: 11,318,796 shares bought and 627,475 shares sold, net +10,691,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 119 holders

Fisher Asset Management 0.29% Reduce -0.1% 29,810,721 $666.6M
JPMorgan Chase & Co. 0.02% Add +736.4% 10,281,504 $229.9M
Morgan Stanley 0.01% Add +53.9% 3,722,433 $83.2M
CW Advisors, LLC 0.43% Reduce -1.2% 1,216,098 $27.2M
Envestnet Asset Management Inc. 0.00% Add +0.3% 623,419 $13.9M
Azimuth Capital Investment Management LLC 0.49% Add +25.5% 533,575 $11.9M
Jane Street Group, LLC 0.01% Add +56.5% 515,510 $11.5M
RiverFront Investment Group, LLC 0.27% Add +7.3% 455,759 $10.2M
Goldman Sachs Group Inc. 0.00% Reduce -10.8% 382,791 $8.6M
Waterfront Wealth Inc. 1.45% Add +2.5% 238,651 $5.3M
Raymond James & Associates 0.00% Add +3.3% 233,683 $5.2M
UBS Group AG 0.00% Reduce -15.1% 184,954 $4.1M
LPL Financial LLC 0.00% Reduce -37.6% 178,153 $4.0M
Equitable Holdings, Inc. 0.04% Reduce -4.9% 172,820 $3.9M
Royal Bank of Canada 0.00% Reduce -6.4% 163,801 $3.7M
Aspen Grove Capital, LLC 0.83% Add +3.5% 157,857 $3.5M
Viewpoint Capital Management LLC 1.76% Add +0.0% 128,949 $2.9M
Greenwood Capital Associates LLC 0.38% Add +3.0% 128,492 $2.9M
Bank of America Corp. 0.00% Add +0.2% 123,254 $2.8M
Prospera Financial Services Inc 0.07% Add +342.3% 116,937 $2.6M
HighTower Advisors, LLC 0.00% Add +5.3% 102,719 $2.3M
Janney Montgomery Scott LLC 0.00% Reduce -6.1% 68,908 $1.5M
Alaska Permanent Fund Corp 0.02% No change 64,233 $1.5M
HSBC Holdings PLC 0.00% New 63,194 $1.4M
Bessemer Group Inc. 0.00% Add +18331.8% 62,668 $1.4M
MML Investors Services, LLC 0.01% Add +12.3% 56,316 $1.3M
Transamerica Financial Advisors, LLC 0.13% No change 54,907 $1.2M
Bank of Nova Scotia 0.00% Add +12.3% 52,230 $1.2M
Banco de Sabadell, S.A 0.74% Add +2.2% 45,015 $1.0M
Comerica Bank 0.00% Add +13.4% 43,999 $984K
FMR LLC 0.00% Add +22.7% 43,935 $982K
Wells Fargo & Company 0.00% Add +5.5% 37,910 $848K
Mirae Asset Global Investments Co., Ltd. 0.00% New 36,530 $817K
Ameriprise Financial Inc. 0.00% Add +1.7% 36,436 $815K
Mercer Global Advisors Inc. 0.00% Add +1.1% 36,357 $813K
Bank of Montreal 0.00% Reduce -4.9% 35,928 $810K
Hedges Asset Management LLC 0.56% No change 35,000 $783K
Truist Financial Corp. 0.00% Reduce -1.8% 33,260 $744K
Creative Planning 0.00% New 27,257 $609K
Circle Wealth Management, LLC 0.01% New 25,723 $575K
Geneos Wealth Management Inc. 0.02% No change 24,853 $556K
Rockefeller Capital Management L.P. 0.00% Reduce -14.1% 21,630 $484K
Stifel Financial Corp. 0.00% Reduce -81.1% 21,324 $477K
Commonwealth Equity Services, LLC 0.00% Reduce -11.8% 19,301 $432K
Essex Financial Services, Inc. 0.03% No change 19,000 $419K
Mariner, LLC 0.00% Reduce -12.8% 17,289 $387K
Calton & Associates, Inc. 0.19% Reduce -1.6% 16,691 $373K
Parcion Private Wealth LLC 0.03% No change 15,203 $340K
Warther Private Wealth, LLC 0.13% New 14,402 $322K
AMJ Financial Wealth Management 0.10% Reduce -3.3% 13,733 $307K
Raymond James Financial Services Advisors, Inc. 0.00% Add +12.1% 13,511 $302K
HB Wealth Management, LLC 0.00% No change 13,292 $297K
Qube Research & Technologies Ltd 0.00% Reduce -81.9% 12,015 $269K
Baird Financial Group, Inc. 0.00% New 11,283 $252K
Valeo Financial Advisors, LLC 0.01% No change 11,212 $251K
Cerity Partners LLC 0.00% Reduce -0.9% 10,805 $242K
JTC Employer Solutions Trustee Ltd 0.02% Reduce -76.3% 10,600 $237K
Steward Partners Investment Advisory, LLC 0.00% No change 10,240 $229K
Squarepoint Ops LLC 0.00% New 9,803 $219K
Blair William & Co. 0.00% Add +34.1% 9,625 $215K
Strengthening Families & Communities, LLC 0.06% New 9,586 $214K
Osaic Holdings, Inc. 0.00% Reduce -0.3% 9,565 $214K
LJI Wealth Management, LLC 0.04% No change 9,005 $201K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 7,683 $171K
BNP Paribas Financial Markets 0.00% Reduce -20.8% 5,977 $134K
Friedenthal Financial 0.08% New 5,518 $123K
National Bank of Canada 0.00% No change 4,565 $103K
North Star Investment Management Corp. 0.01% No change 4,333 $97K
America First Investment Advisors, LLC 0.02% No change 4,233 $95K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.1% 3,190 $79K
Citigroup Inc. 0.00% No change 3,307 $74K
Federation des caisses Desjardins du Quebec 0.00% Reduce -58.4% 3,210 $72K
US Bancorp \de 0.00% Reduce -6.0% 3,174 $71K
Rice Partnership, LLC 0.01% No change 2,553 $57K
Provenance Wealth Advisors, LLC 0.01% No change 2,542 $57K
Edmond DE Rothschild Holding S.A. 0.00% No change 2,450 $55K
Fifth Third Bancorp 0.00% New 2,299 $51K
Ashton Thomas Private Wealth, LLC 0.00% New 2,178 $49K
Register Financial Advisors LLC 0.02% Add +3.3% 2,123 $47K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -48.9% 1,849 $41K
Creative Financial Designs Inc. 0.00% Add +1.0% 1,762 $39K
Aptus Capital Advisors, LLC 0.00% Reduce -66.3% 1,750 $39K
Spire Wealth Management 0.00% Reduce -16.2% 1,697 $38K
AlphaMark Advisors, LLC 0.01% Reduce -56.9% 1,665 $37K
Global Retirement Partners, LLC 0.00% No change 1,638 $37K
Private Capital Management LLC 0.01% No change 1,513 $34K
Capital Investment Advisory Services, LLC 0.00% No change 1,368 $31K
PNC Financial Services Group, Inc. 0.00% Add +6.1% 1,367 $31K
O'shaughnessy Asset Management, LLC 0.00% No change 1,284 $29K
TD Private Client Wealth LLC 0.00% Add +12.5% 1,233 $28K
GAMMA Investing LLC 0.00% Add +664.4% 1,223 $27K
Cwm, LLC 0.00% No change 1,176 $26K
Realta Investment Advisors 0.00% No change 1,019 $23K
NewEdge Advisors, LLC 0.00% Reduce -6.2% 946 $21K
GFS Advisors, LLC 0.00% New 209,138 $16K
Harbour Investments, Inc. 0.00% Reduce -7.9% 664 $15K
Jones Financial Companies LLLP 0.00% New 662 $15K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -71.2% 535 $12K
Farther Finance Advisors, LLC 0.00% Add +284.3% 515 $12K
International Assets Investment Management, LLC 0.00% New 450 $10K

"% of holder's portfolio" is EUFN's weight in each manager's 13F, not the share of iShares MSCI Europe Financia the manager owns.

Show all 119 holders